Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc) ,   retirement income sustainability ,   IRA and Small Business Retirement Plans ,   Education Planning and Funding ,   Retirement planning ,   Social Security Planning ,   insurance planning and risk management ,   Saving for College ,   emergency planning and disaster preparedness ,   Tax Planning & Optimization ,   Employee Benefits Reviews ,   Asset Registration and Beneficiary Designation Reviews ,   Insurance Risk Management ,   Estate Planning ,   Investment Portfolio Management ,   education planning ,   Creditor Protection Considerations ,   Retirement Savings and Retirement Spending Stress Testing